-0.31%
-1.45%
-6.95%
-13.81%
-9.06%
-5.87%
95.95%
AI Spotlight on FIZZ
Company Description
National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks primarily in the United States and Canada.The company offers beverages to the active and health-conscious consumers, including sparkling waters, energy drinks, and juices under the LaCroix, LaCroix Cúrate, LaCroix NiCola, Clear Fruit, Rip It, Everfresh, Everfresh Premier Varietals, and Mr. Pure brands.It also offers carbonated soft drinks under the Shasta and Faygo brands.
The company serves retailers, as well as various smaller up-and-down-the-street accounts through the take-home, convenience, and food-service distribution channels.National Beverage Corp.was incorporated in 1985 and is based in Fort Lauderdale, Florida.
Market Data
| Last Price | 42.05 |
| Change Percentage | -0.31% |
| Open | 42.03 |
| Previous Close | 42.18 |
| Market Cap ( Millions) | 3936 |
| Volume | 176494 |
| Year High | 53.48 |
| Year Low | 41.63 |
| M A 50 | 45.46 |
| M A 200 | 46.53 |
Financial Ratios
| FCF Yield | 4.26% |
| Dividend Yield | 7.73% |
| ROE | 42.78% |
| Debt / Equity | 14.02% |
| Net Debt / EBIDTA | -24.96% |
| Price To Book | 10.93 |
| Price Earnings Ratio | 21.19 |
| Price To FCF | 23.46 |
| Price To sales | 3.31 |
| EV / EBITDA | 15.51 |
News
- Dec -17 - National Beverage Encourages All to ‘Give a Gift That Could Last a Lifetime' to the Children of St. Jude
- Dec -16 - National Beverage: Fairly Valued Amid Industry Sales Hiccup (Rating Upgrade)
- Dec -11 - LaCroix Partners with WNBA's Indiana Fever
- Dec -05 - National Beverage Corp. Reports Continued Earnings Growth
- Oct -04 - Estimating The Intrinsic Value Of National Beverage Corp. (NASDAQ:FIZZ)
- Sep -18 - National Beverage: Growth Fizzing Out With Questionable Earnings Quality
- Sep -07 - National Beverage First Quarter 2025 Earnings: In Line With Expectations
- Sep -05 - National Beverage: Fiscal Q1 Earnings Snapshot
- Sep -05 - National Beverage Corp.
- Sep -05 - National Beverage Corp. Reports Outstanding First Quarter... The Summer of ‘FIZZ’
- Aug -29 - Score! LaCroix Partners with the Kansas City Current
- Aug -08 - LaCroix’s Newest Flavor Elicits . . . Delightful Sips of Bliss!! Strawberry Peach to Launch at Select Retailers
- Jul -15 - Insider Sale: Director Cecil Conlee Sells 10,000 Shares of National Beverage Corp (FIZZ)
- Jun -29 - National Beverage Full Year 2024 Earnings: In Line With Expectations
- Jun -26 - National Beverage Corp.
- Jun -26 - National Beverage Corp. Reports Record Fourth Quarter and Fiscal Year-end Results...Corporate Endorphins at Work
- Jun -20 - National Beverage Corp. Announces LaCroix Partnership with Inter Miami CF
- Jun -20 - National Beverage Corp. Announces LaCroix Partnership with Inter Miami CF
- Jun -18 - LaCroix Kicks Off Partnership With San Diego Wave FC
- Jun -18 - LaCroix Kicks Off Partnership With San Diego Wave FC
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Flavored Beverage
Expected Growth : 2.0 %
What the company do ?
Shasta, a flavored beverage from National Beverage Corp., offers a range of flavors, including orange, grape, and fruit punch, with a focus on fun and refreshment.
Why we expect these perspectives ?
National Beverage Corp.'s Flavored Beverage segment growth of 2.0% is driven by increasing demand for healthier and low-calorie beverages, expansion in e-commerce and online sales channels, and strategic product innovation, such as the introduction of new flavors and packaging formats, which appeal to the growing health-conscious consumer base.
National Beverage Corp. Products
| Product Range | What is it ? |
|---|---|
| Shasta | A line of soft drinks that offers a variety of flavors, including cola, lemon-lime, and fruit flavors |
| Faygo | A line of craft sodas that offers unique flavors, such as rock & rye and cotton candy |
| LaCroix | A line of sparkling waters that come in a variety of flavors, including lime, grapefruit, and berry |
| Rip It | A line of energy drinks that offer a boost of energy and come in various flavors |
| Dejà Blue | A line of flavored water beverages that come in various flavors, including berry and citrus |
| Mr. Pure | A line of purified water beverages that offer a clean and refreshing taste |
National Beverage Corp.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for National Beverage Corp. is medium due to the presence of alternative beverages such as juice, milk, and water. However, the company's strong brand portfolio and product diversification mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low for National Beverage Corp. due to the company's strong brand recognition and customer loyalty. Additionally, the company's products are widely distributed, making it difficult for customers to negotiate prices.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium for National Beverage Corp. due to the company's dependence on a few large suppliers for raw materials such as sugar and packaging materials. However, the company's strong relationships with suppliers and its ability to negotiate prices mitigate this threat.
Threat Of New Entrants
The threat of new entrants is low for National Beverage Corp. due to the high barriers to entry in the beverage industry, including high capital requirements and regulatory hurdles. Additionally, the company's strong brand recognition and distribution network make it difficult for new entrants to gain traction.
Intensity Of Rivalry
The intensity of rivalry is high for National Beverage Corp. due to the highly competitive nature of the beverage industry. The company faces intense competition from established players such as PepsiCo and The Coca-Cola Company, as well as from smaller, niche players.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 10.03% |
| Debt Cost | 3.95% |
| Equity Weight | 89.97% |
| Equity Cost | 8.17% |
| WACC | 7.75% |
| Leverage | 11.15% |
National Beverage Corp. : Quality Control
National Beverage Corp. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| COKE | Coca-Cola Consolidated, Inc., together with its subsidiaries, manufactures, markets, and distributes nonalcoholic beverages primarily products of The Coca-Cola Company in the United States. The company offers sparkling beverages, such as … |
| PRMW | Primo Water Corporation provides water direct to consumers and water filtration services in North America and Europe. It offers bottled water, purified bottled water, premium spring, sparkling and flavored water, … |
| CALM | Cal-Maine Foods, Inc., together with its subsidiaries, produces, grades, packages, markets, and distributes shell eggs. The company offers specialty shell eggs, such as nutritionally enhanced, cage free, organic, and brown … |
| CELH | Celsius Holdings, Inc. develops, processes, markets, distributes, and sells functional drinks and liquid supplements in North America, Europe, Asia, and internationally. It offers various carbonated and non-carbonated functional energy drinks … |
| BG | Bunge Limited operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment purchases, stores, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Cal-Maine Foods
A-Score
1-Year Total Return ->
🥈
National Beverage
A-Score
1-Year Total Return ->
🥉
Coca-Cola Consolidated
A-Score
1-Year Total Return ->
4
Primo Water
A-Score
1-Year Total Return ->
5
Bunge
A-Score
1-Year Total Return ->
6
